# Longest & Young, LLC

> Longest & Young, LLC is a state-registered investment advisory firm in Knoxville, TN, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 166016
- Filed as: LONGEST & YOUNG, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166016
- AdvisorCensus page: https://advisorcensus.com/firm/longest-and-young-llc-knoxville-tn-166016

## Quick answers

**How is Longest & Young, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Longest & Young, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Longest & Young, LLC located?**
Longest & Young, LLC's principal office is in Knoxville, TN, according to its Form ADV.

**Is Longest & Young, LLC registered with the SEC or a state?**
Longest & Young, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 166016.

**How much does Longest & Young, LLC manage?**
Longest & Young, LLC reports $18,818,480 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (79% discretionary).

**What types of clients does Longest & Young, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (2).

**Does Longest & Young, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166016

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $18,818,480
- Discretionary: $14,841,140
- Non-discretionary: $3,977,340

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $13,110,419 |
| High net worth individuals | 2 | $5,708,061 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Longest & Young, LLC (CRD 166016): Form ADV filing data as of October 2026.
